Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Technology Hardware, Storage & Peripherals8.38%+6.20 ppSystems Software7.03%-0.75 ppSemiconductor Materials & Equipment0.57%+0.28 ppCommunications Equipment0.94%-0.25 ppIT Consulting & Other Services1.33%-0.17 ppSemiconductors3.46%-0.16 ppInternet Services & Infrastructure0.15%-0.07 ppElectronic Components0.17%+0.06 ppElectronic Equipment & Instruments0.42%+0.05 ppApplication Software3.54%-0.04 ppElectronic Manufacturing Services0.16%+0.02 ppTechnology Distributors0.09%+0.00 pp
3 · Sub-industry
Inside Communications Equipment
Communications Equipment · weight
0.94%
Industry change · 12M
-0.25 pp
Communications Equipment · contribution
-0.255 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2021 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $214.9bn | 0.779% | +0.328 pp | -0.227 pp | +24.1% | Yes |
| Motorola Solutions → MSI | United States | $31.8bn | 0.115% | +0.047 pp | -0.022 pp | +33.2% | Yes |
| F5, Inc. → FFIV | United States | $11.5bn | 0.042% | +0.013 pp | -0.006 pp | +34.1% | Yes |
| Arista Networks → ANET | United States | $1.5bn | 0.005% | +0.002 pp | -0.000 pp | +43.7% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.